Are there similarities between Fairfax and Telstra

James Marlay

Livewire Markets

Are there similarities between Fairfax and Telstra? Think back to 2009/2010 and all the headlines and sentiment towards Telstra were negative. It was wrestling with the Government around the NBN, there was stiff pricing competition from Vodafone, Future Fund was selling and many analysts questioned the 28c dividend that underpinned the retail shareholder base. Yet as the dominant player in telecommunications and with sound management Telstra has emerged as the business best positioned to benefit from new mobile and telecommunications trends. Could the same be said for Fairfax? Yes it has been under performing for years and still faces fierce competition for eyeballs. However, you can also mount an argument that says once the business adjusts (which it has been working hard to do) it is the best placed domestically to benefit from the new era of news and communications.The surge in digital subscriber numbers are looking promising (VIEW LINK)

James Marlay
Co Founder
Livewire Markets

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